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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,395 | $138,078-46.1% | $125,363-40.7% | $134,509-44.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.65% | 750.49%-743.8pp | 572.15%-565.5pp | 418.13%-411.5pp |
| Employer contribution / active EE | $2,812 | $5,245-46.4% | $4,815-41.6% | $4,741-40.7% |
| Participant deferral / active EE | $9,510 | $7,800+21.9% | $7,447+27.7% | $6,400+48.6% |
| Admin fee / account holder | $12,695 | $11,566+9.8% | $10,005+26.9% | $11,427+11.1% |